Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Russell to Restock Global Indexes
By James J. GreenRussell Investment Group released on June 12 those companies that will join or leave the Russell 3000 Index when that index of the broad market is reconstituted on June 22. The full list is available on Russell's Web site.
June 05, 2007
The Sixth SensePredicting the market is a highly sought after skill. Knowing where the market is headed and being able to adjust portfolios for future movements is a valuable talent indeed. And while most people might argue that it's near impossible, they would underestimate investment advisors' sixth sense of the market's direction.
June 04, 2007
Dollar Declining, but Not Set to CrashA dollar crisis, with a precipitous decline triggering grave market volatility, could be looming according to a panel of experts at a seminar sponsored by Washington think tank American Enterprise Institute (AEI). The current U.S. deficit totaled about $800 billion in 2006 while China, most notably--where a stock market bubble...
June 01, 2007
Another Asset Class for AdvisorsOver the years, a number of alternative investments have become increasingly available to RIAs and their high-net-worth clientele. Hedge fund of funds burst into the scene about 15 years ago, followed by mutual funds that utilize a plethora of market neutral strategies. Private equity may well be the next piece...
June 01, 2007
Send your clients packingI don't know about you, but if my advisor had a strategy that would allow me to go on vacation without the stress of how it will affect my retirement income, I'd sign up in a heartbeat, as would most anyone. Vacations have never been more popular
June 01, 2007
First Among EqualsThere has been a great deal of discussion lately about the importance of a higher allocation to international securities. A larger participation in international assets...
May 31, 2007
Send your clients packingI don't know about you, but if my advisor had a strategy that would allow me to go on vacation without the stress of how it will affect my retirement income, I'd sign up in a heartbeat, as would most anyone. Vacations have never been more popular
May 30, 2007
More Social-Issue Shareholder ResolutionsThe Social Investment Forum (SIF) reported May 30 that investors are filing a record number of social and environmental shareholder resolutions this year, led by resolutions on climate change, increased disclosure of political contributions and trade and association ties, and enhanced sustainability reporting, citing data from Institutional Shareholder Services (ISS).